| Q2 2024 |
26 |
$129M |
+$66.4M |
-$59.3M |
+$7.09M |
ZIM, WFRD, CVE, STNG, CEIX
|
13F-HR |
8/14/2024, 04:00 PM |
| Q1 2024 |
24 |
$120M |
+$74M |
-$46M |
+$28M |
WFRD, CVE, STNG, METC, TDW
|
13F-HR |
5/15/2024, 04:00 PM |
| Q4 2023 |
21 |
$86.1M |
+$23.2M |
-$41.2M |
-$17.9M |
TDW, ARCH, STNG, KOS, PAAS
|
13F-HR |
2/14/2024, 04:00 PM |
| Q3 2023 |
22 |
$102M |
+$33.8M |
-$41.6M |
-$7.79M |
TDW, WFRD, ARCH, KOS, CCJ
|
Restatement |
11/14/2023, 06:25 PM |
| Q2 2023 |
25 |
$90.4M |
+$51.9M |
-$42.3M |
+$9.59M |
TDW, KOS, WFRD, CCJ, ARCH
|
13F-HR |
8/14/2023, 04:01 PM |
| Q1 2023 |
19 |
$79.1M |
+$52.8M |
-$59.5M |
-$6.7M |
KOS, TDW, WFRD, CNQ, VALE
|
13F-HR |
5/15/2023, 04:01 PM |
| Q4 2022 |
25 |
$81.3M |
$0 |
$0 |
|
KOS, WFRD, AMR, NBR, FCX
|
13F-HR |
2/14/2023, 04:04 PM |
| Q3 2019 |
22 |
$11.8M |
+$6.96M |
-$8.37M |
-$1.41M |
SLB, WPX, INSW, KOS, HLX
|
13F-HR |
11/12/2019, 01:58 PM |
| Q2 2019 |
19 |
$14.7M |
+$9.18M |
-$12.1M |
-$2.96M |
CLF, PE, SOI, FTI, EOG
|
13F-HR |
8/8/2019, 03:16 PM |
| Q1 2019 |
20 |
$17.5M |
+$8.77M |
-$14.3M |
-$5.54M |
ECA, NINE, HLX, HCC, MPC
|
13F-HR |
5/15/2019, 04:12 PM |
| Q4 2018 |
16 |
$21.4M |
+$14M |
-$42.3M |
-$28.3M |
IWM, FANG, CNQ, CLR, HCC
|
13F-HR |
2/14/2019, 04:38 PM |
| Q3 2018 |
28 |
$55.1M |
+$49.7M |
-$3.2M |
+$46.5M |
ECA, WLL, FTI, HCC, CLR
|
13F-HR |
11/14/2018, 09:18 AM |
| Q2 2018 |
30 |
$8.64M |
+$3.98M |
-$42.9M |
-$38.9M |
RDC, CLR, TALO, ECA, ESV
|
13F-HR |
8/15/2018, 03:04 PM |
| Q1 2018 |
27 |
$44.3M |
+$23.8M |
-$28.5M |
-$4.75M |
PE, EQT, REN, FANG, WPX
|
13F-HR |
5/15/2018, 03:49 PM |
| Q4 2017 |
25 |
$50.1M |
+$26.9M |
-$16.4M |
+$10.4M |
PTEN, WPX, CLR, FTI, FANG
|
13F-HR |
2/14/2018, 02:39 PM |
| Q3 2017 |
19 |
$35M |
+$18.7M |
-$1.44M |
+$17.3M |
FANG, PTEN, HCC, PUMP, CRZO
|
13F-HR |
11/16/2017, 01:24 PM |
| Q2 2017 |
12 |
$1.24M |
$0 |
$0 |
|
WTTR, ROSWQ
|
13F-HR |
8/16/2017, 09:27 AM |
| Q1 2017 |
26 |
$81.3M |
+$46.3M |
-$37M |
+$9.33M |
CJ, EGC, BASXQ, SGY, CPE
|
13F-HR |
5/15/2017, 04:55 PM |
| Q4 2016 |
28 |
$75.6M |
+$34M |
-$35.7M |
-$1.62M |
CPE, FMSA, CRZO, SM, WLL
|
13F-HR |
2/14/2017, 01:10 PM |
| Q3 2016 |
25 |
$77.8M |
+$11.9M |
-$24.6M |
-$12.7M |
CXO, FANG, XEC, CLR, CRZO
|
13F-HR |
11/14/2016, 01:21 PM |
| Q2 2016 |
23 |
$81M |
+$53.7M |
-$4.3M |
+$49.4M |
CLR, CRZO, XEC, WPX, SYRG
|
13F-HR |
8/15/2016, 01:09 PM |
| Q1 2016 |
18 |
$27.1M |
+$21.2M |
-$4.35M |
+$16.9M |
FANG, APC, SYRG, CXO, CLR
|
13F-HR |
5/16/2016, 11:30 AM |
| Q4 2015 |
9 |
$9.71M |
+$166K |
-$11.6M |
-$11.5M |
EOG, FANG, GPORQ, CJESQ, CXO
|
13F-HR |
2/16/2016, 05:47 PM |
| Q3 2015 |
18 |
$22.3M |
+$6.87M |
-$22.4M |
-$15.5M |
EOG, FANG, SYRG, XEC, CRZO
|
13F-HR |
11/17/2015, 10:53 AM |
| Q2 2015 |
25 |
$43.3M |
+$19.7M |
-$20.4M |
-$697K |
SXC, TK, BHP, STNG, GPORQ
|
13F-HR |
8/14/2015, 12:26 PM |
| Q1 2015 |
29 |
$44.8M |
+$30.7M |
-$4.83M |
+$25.8M |
CRZO, SYRG, GPORQ, BBL, XEC
|
13F-HR |
5/15/2015, 02:53 PM |
| Q4 2014 |
16 |
$18.6M |
+$6.45M |
-$24.8M |
-$18.3M |
WLBAQ, FANG, XEC, TNP, GPORQ
|
13F-HR |
2/19/2015, 04:50 PM |
| Q3 2014 |
23 |
$38.8M |
+$15.6M |
-$33.4M |
-$17.8M |
SXC, PKX, WLBAQ, WNR, FANG
|
13F-HR |
11/14/2014, 07:10 PM |
| Q2 2014 |
26 |
$57.9M |
+$43.8M |
-$19.2M |
+$24.6M |
CNX, SXC, SCCO, PKX, STLD
|
13F-HR |
8/15/2014, 03:01 PM |
| Q1 2014 |
41 |
$31.2M |
+$13.4M |
-$50M |
-$36.6M |
CNX, XLE, SWN, TESO, KOG
|
13F-HR |
5/15/2014, 04:11 PM |
| Q4 2013 |
41 |
$65.8M |
$0 |
$0 |
|
CNX, FCX, CCJ, SCCO, CRZO
|
13F-HR |
2/18/2014, 03:05 PM |